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CIK: 0000797203
Total reported value
$826.5M
$826.5M
177 檔
23.8%
In Q2 2025, Cullen Investment Group, LTD.'s U.S. equity holdings reached a combined market value of $826.5M, distributed across 177 disclosed stock positions.
In Q2 2025, Cullen Investment Group, LTD. displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.68% | -0.03% | -0.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.22% | -0.31% | +0.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.13% | +0.19% | +0.30% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.52% | -0.85% | +0.71% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.23% | +0.02% | +1.75% | |
| 6 | ETN | Eaton Corporation plc | Stock-Industrials | 3.69% | +0.09% | +2.04% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.28% | +0.12% | +3.45% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.13% | +0.27% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | +0.41% | -0.98% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.20% | +1.56% | |
| 11 | DE | Deere & Co | Stock-Industrials | 1.73% | +0.03% | -3.96% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.68% | -0.04% | +3.87% | |
| 13 | TT | Trane Technologies plc | Stock-Industrials | 1.65% | +0.03% | -1.14% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.65% | +9.29% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 1.50% | -0.18% | +7.94% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.08% | -4.99% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.42% | -0.24% | +136.07% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.03% | +6.05% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +0.26% | -1.35% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.06% | +9.29% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.29% | -0.20% | +0.49% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.17% | -0.28% | +9.08% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 1.15% | -0.15% | -0.07% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.08% | -0.16% | +3.08% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.07% | +0.03% | -6.07% | |
| 26 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.06% | -0.08% | +5.86% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.06% | -0.09% | +7.24% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 1.03% | -0.14% | +16.37% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.02% | -0.07% | +19.06% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.09% | +4.66% | |
| 31 | GRMN | Garmin Ltd. | Stock-Tech | 0.91% | -0.06% | -1.01% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.86% | +0.20% | +8.61% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | +0.04% | -0.13% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.04% | +3.12% | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 0.77% | -0.12% | +18.08% | |
| 36 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.76% | -0.08% | +19.42% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.76% | -0.11% | -3.48% | |
| 38 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.73% | — | +6.93% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.73% | +0.19% | -1.59% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | — | +45.48% | |
| 41 | FIS | Fidelity National Info Serv | Stock-Tech | 0.67% | -0.05% | +10.43% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.05% | -1.01% | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.65% | -0.04% | -5.65% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.06% | -16.84% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.04% | -5.30% | |
| 46 | RJF | Raymond James Financial Inc | Stock-Financials | 0.58% | -0.02% | -0.72% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.04% | -2.94% | |
| 48 | POOL | Pool CORP | Stock-Industrials | 0.56% | -0.01% | +7.33% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.08% | -3.30% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.02% | -9.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.78% | Add |
| 2 | AVGO | Broadcom Inc | +1.2% | +3.45% | Add |
| 3 | ETN | Eaton Corporation plc | +0.7% | +2.04% | Add |
| 4 | PEP | Pepsico Inc | +0.7% | +136.07% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +0.27% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +1.75% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | +6.05% | Add |
| 8 | TT | Trane Technologies plc | +0.3% | -1.14% | Trim |
| 9 | WMT | Walmart Inc | +0.2% | +0.71% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +18.59% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.56% | Add |
| 12 | ADI | Analog Devices Inc | +0.1% | +8.61% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -0.13% | Trim |
| 14 | DIS | Walt Disney Co/the | +0.1% | +3.12% | Add |
| 15 | SNPS | Synopsys Inc | +0.1% | +92.90% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.98% | Trim |
| 17 | PEG | Public Service Enterprise Gp | +0.1% | +19.42% | Add |
| 18 | ECL | Ecolab Inc | +0.1% | +77.45% | Add |
| 19 | SO | Southern Co/the | +0.1% | +16.37% | Add |
| 20 | HWM | Howmet Aerospace Inc | +0.1% | -0.26% | Trim |
| 21 | FIS | Fidelity National Info Serv | +0.1% | +10.43% | Add |
| 22 | O | Realty Income CORP | +0.1% | +18.08% | Add |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | +13.96% | Add |
| 24 | CME | Cme Group Inc | +0.1% | +9.08% | Add |
| 25 | CMG | Chipotle Mexican Grill Inc | +0.1% | +30.98% | Add |
| 26 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.73% | Add |
| 27 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 28 | CAT | Caterpillar Inc | +0.1% | +0.23% | Add |
| 29 | AXP | American Express Co | 0% | -2.68% | Trim |
| 30 | SCHW | Schwab (charles) CORP | 0% | +4.14% | Add |
| 31 | DRI | Darden Restaurants Inc | 0% | +5.86% | Add |
| 32 | UPS | United Parcel Service-cl B | 0% | +19.06% | Add |
| 33 | DE | Deere & Co | -0.1% | -3.96% | Trim |
| 34 | APD | Air Products & Chemicals Inc | -0.1% | -51.76% | Trim |
| 35 | FISV | Fiserv Inc | -0.1% | +1.25% | Add |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -5.30% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -3.48% | Trim |
| 38 | CVX | Chevron CORP | -0.1% | -3.11% | Trim |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -5.65% | Trim |
| 40 | ICE | Intercontinental Exchange In | -0.2% | -84.53% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | +45.48% | Add |
| 42 | TJX | Tjx Companies Inc | -0.2% | -72.44% | Trim |
| 43 | MPC | Marathon Petroleum CORP | -0.2% | -49.32% | Trim |
| 44 | EPD | Enterprise Products Partners | -0.2% | -0.07% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | -1.35% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -16.84% | Trim |
| 47 | SBUX | Starbucks CORP | -0.2% | -6.07% | Trim |
| 48 | AAPL | Apple Inc | -1% | +0.30% | Add |
| 49 | CB | Chubb Limited | -1% | EXIT | Sold out |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -0.03% | Trim |
According to official SEC Form 13F filings, Cullen Investment Group, LTD. reported a total U.S. public equity portfolio value of $826.5M across 177 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 23.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CRDO
市值: $437.0K
Top Position Liquidated / Trimmed
CB
前期市值: $6.5M
During Q2 2025, Cullen Investment Group, LTD.'s top holdings by market value included BRK-B (6.7%)、MSFT (6.2%)、AAPL (6.1%). The largest single position, BRK-B, represented 6.7% of total portfolio value.
In Q2 2025, Cullen Investment Group, LTD. made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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